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Ep 114: Retirement Planning Case Study for an MSU Employee

Author
David Shotwell CFP(r) and Nick Nauta CFP(r)
Published
Mon 10 Apr 2023
Episode Link
https://srbadvisors.com/retirement-planning-case-study-for-an-msu-employee/

In today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as we take a look at some of the common scenarios that come up in a case like this when we’re helping people create their financial plans. This is a composite of several clients we’ve met with over the last couple of years to help people get a general feel for how we look at things and how we...


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